See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,029 | $176,662-59.2% | $130,648-44.9% | $152,861-52.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.4%+17.6pp |
| Annual return | 20.54% | 2692.24%-2671.7pp | 1708.96%-1688.4pp | 345.32%-324.8pp |
| Employer contribution / active EE | $1,982 | $5,742-65.5% | $4,092-51.6% | $4,762-58.4% |
| Participant deferral / active EE | $7,387 | $4,361+69.4% | $3,603+105.0% | $5,850+26.3% |
| Admin fee / account holder | $1,916 | $7,133-73.1% | $5,464-64.9% | $11,596-83.5% |